Let's move forward. Together.

Mountain climbers reaching the summit

Today’s economy is complex. That’s why our team offers a complete vision for managing wealth. Through our highly consultative process, we will help you clarify your current financial situation, identify challenges and create a comprehensive plan. A full suite of services not only tackles the issues you face today but also helps you plan strategically for the future.

We will lead the effort to develop one integrated approach by working closely with your other trusted advisors and our network of specialists. Backed by the extensive resources of UBS, we offer investment management, advanced planning and relationship management focused entirely on you, your family and your business.

We work to help you grow and preserve wealth, establish your legacy and share your values for generations to come.

- Fasciano Wealth Management

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Bernard Fasciano Profile Photo

    Bernard Joseph Fasciano

    Senior Portfolio Manager

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    • CA
    • CT
    • DE
    • FL
    • GA
    • MA
    • MD
    • NC
    • NJ
    • NY
    • PA
    • SC
    • WA

    Bernard understands clearly how difficult it can be for clients to handle their complex financial situations without a trusted adviser's direction.  That's why, for more than 28 years, he has provided clients with comprehensive portfolio management services and timely insights into limiting risk.  By focusing on detailed budgeting and goal setting, Bernard works closely with his clients to develop a financial roadmap that is designed to help simplify their financial lives.

    Before joining UBS, Bernard spent more than 15 years with Morgan Stanley and its predecessor firms.  Prior to Morgan Stanley, he held various roles in the financial services industry, including Vice President of Tanka Capital Management, Inc., where he was responsible for portfolio management, marketing and client servicing, and Associate Vice President of Systematic Financial Management, Inc.

    Bernard graduated from Rutgers University with a B.S. in Marketing.  He earned the Investment Consultant designation through The Wharton School at the University of Pennsylvania.  He holds Series 7 (General Securities Representative), 9/10 (General Securities Sales Supervision), 31 (Futures Managed Funds) and 66 (Uniform Combined States Law) securities licenses as well as life and health insurance licenses.  He has served on the board of Habitat for Humanity for 6 years and has recently joined the Executive Advisory Board.  Bernard, Traci Tabback and their daughter, Maria, reside in Northern Bergen County, NJ.

     

     

      • Rutgers University, B.S. Marketing
      • Senior Portfolio Manager
      61 South Paramus Road
      4th Floor
      Paramus, NJ 07652
    • Traci Tabback Profile Photo

      Traci Michelle Tabback

      Wealth Strategy Associate

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      • FL
      • NJ
      • NY

      Traci is dedicated to having an impact on each client's life by building long lasting relationships.  She focuses on developing through and tailored wealth management plans in order to help clients make smart decisions about their complex financial lives.

      Traci has been in the financial services industry for more than 16 years and before joining UBS, Traci was with Morgan Stanley and its predecessor firms for 12 years.  She worked for Lilli Financial Services, a private wealth management practice prior to joining Morgan Stanley.  Traci earned a B.S. in Business Administration with a concentration in Marketing from Montclair State University.  She holds Series 7 (General Securities Representative), 31 (Futures Managed Funds) and 66 (Uniform Combined States Law) securities licenses as well as life and health insurance licenses.  Traci, Bernard Fasciano, and their daughter, Maria, reside in Northern Bergen County, NJ.

        • Montclair State University, B.S. Business Administration, Concentration in Marketing
          61 South Paramus Road
          Mack Center IV, 4th Floor
          Paramus, NJ 07652
        • Valerie Tabback Profile Photo

          Valerie Tabback

          Client Associate

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            Valerie deeply believes that impeccable service is essential to any successful relationship.  She provides highly personalized services and always strives to create a nuturing, accessible and friendly environment.

            For more than 30 years, Valerie worked at Myron Manufacturing in a broad range of client servicing capacities.  The newest member of Fasciano Wealth Management, Valerie provides dedicated administrative support for the group.  In spare time she donates her time to her local American Legion Post as well as Coast Guard's safety education programs.

                  61 South Paramus Road
                  Mack Center IV, 4th Floor
                  Paramus, NJ 07652
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                Our focus

                Businessman

                Investment management

                Father Son

                Advanced planning

                Laptop planning

                Long-term relationships

                Legacy—Wealth for others

                For needs that go beyond your own—to help you improve the lives of others

                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

                Backed by the strength of UBS

                A global leader in wealth management

                $2.8 trillion

                In invested assets globally 
                As of 06/30/2022

                51 countries

                Our global footprint

                Global leader

                UBS is a world-leading wealth manager

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